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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-02-20 |
Branch Locations
Coastal Tower 2400 East Commercial Boulevard, Suite 322, Fort Lauderdale, FL 33308 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 11/2015 | 01/2024 |
| Keeney Financial Group Inc. | Columbia | MD | 11/2015 | 02/2024 |
| Beacon Pointe Advisors, Llc | Columbia | MD | 02/2024 | 07/2026 |
| Keeney Financial Group Inc. | Columbia | MD | 11/2015 | 03/2024 |
| Beacon Pointe Insurance Services, Llc | Fort Lauderdale | FL | 02/2024 | Present |
| Beacon Pointe Advisors, Llc | Fort Lauderdale | FL | 08/2026 | Present |
Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 02/2024; HRS/MO During trading hours: 10 hrs./M Duties: sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-07 |
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